Investment Services Administrator

3 weeks ago

Barrie, Canada PACE Savings and Credit Union Full time

**Job Function**:
The Investment Services Administrator is responsible for updating policies and procedures, monitoring transactions, filling out investment related documents, transfer requests, and monitoring daily reports. The incumbent will assist in estate related processes and duties including; approval of POA’s, transfer of T2033 requests, and tax form generation. The investment related responsibilities of the role are; the preparation of investment documents, keying in investment transactions, monitoring of daily RIF & Term reports and the generation of reporting documents.

**Key Responsibility Areas**:
A. Operations Administrative Responsibilities
- Assist in the approval of all POA’s
- Assist in all T2033 transfer requests
- Assist in processing index linked returns when investment service manager is absent
- Assist in the preparation of documents for members investment shares
- Key in investment shares transactions
- Monitor daily RIF payment reports term reports while notifying management of any exceptions
- Assist in the generation of annual Concentra Reports
- Assist in the balancing and reporting of annual tax slips
- Preparation of estate and deceased files

B. Other
- Maintain company files both electronic and hard copy
- Responsible for pulling historical statements and transactions
- Maintain proper archives of transactions
- All other duties as assigned

**Qualifications**

Education and experience:

- Post-secondary education in business administration and 1 year experience in a financial institution, or an equivalent combination of education and experience.
- A commitment to learning and development is required.

Core role competencies:

- Solid understanding of financial institution and industry standards
- Basic understanding of applicable privacy legislation
- Basic understanding of financial transaction and anti-money laundering regulations
- Solid computer and research skills
- Solid verbal and written communication skills
- Advanced attention to detail and analytical skills

PACE Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources.

**Benefits**:

- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Vision care

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Barrie, ON

  • Scotiamcleod Investment Associate

    7 days ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 175867 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Investment Advisor

    2 weeks ago

    Barrie, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path can lead to RBCDo you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their...

  • Investment Advisor

    2 weeks ago

    BARRIE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionYour Path can lead to RBCDo you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their...

  • Administrative Assistant

    5 days ago

    Barrie, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Administrative Assistant

    6 days ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...

  • Administrative Assistant

    3 weeks ago

    Barrie, ON, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Insurance Administrative Assistant

    4 weeks ago

    Barrie, Canada Adams and Associates Financial Solutions Inc. Full time

    Who we are We are Adams & Associates Financial Solutions, a progressive financial services firm located in Barrie, ON. We pride ourselves on educating clients and helping them determine the best strategies to meet their objectives. We are expanding our team by adding an Administrative Assistant with an insurance focus. We offer a comprehensive benefit...

  • Administrative Assistant

    4 weeks ago

    Barrie, Canada Home and Community Care Support Services Full time

    **Job Description**: **_CARE AND BE CARED FOR - THIS IS YOUR HOME_** Are you highly organized, detail-oriented and able to work accurately in a busy environment with frequent interruptions? Are you seeking a rewarding career that cares for others, in an organization that cares for you? You’re looking in the right place.What will you do?Reporting to the...

  • Administrative Clerk/assistant

    2 days ago

    Barrie, Canada Business Services Unlimited, Limited Full time

    Business Services Unlimited, Limited, an office support company servicing the Simcoe County Area for over 40 years, is currently seeking an Administrative Clerk/Assistant to perform general office clerical work and other various office tasks. This position will require a high degree of accuracy as well as a high level of skill in time management,...

  • Staffing Coordinator

    2 weeks ago

    Barrie, Canada Jarlette Health Services Full time

    Making An Outstanding Difference In The Lives Of Others Join our team as a Staffing Coordinator!Under the direction of the Director of Care, the Staffing Coordinator supports the Nursing and Personal Care department by providing administrative coordination, scheduling, payroll and staffing support, ensuring nursing staff levels and skills mix will meet...

  • Staffing Coordinator

    2 weeks ago

    Barrie, Canada Jarlette Health Services Full time

    Making An Outstanding Difference In The Lives Of Others Join our team as a Staffing Coordinator!Under the direction of the Director of Care, the Staffing Coordinator supports the Nursing and Personal Care department by providing administrative coordination, scheduling, payroll and staffing support, ensuring nursing staff levels and skills mix will meet...

  • Staffing Coordinator

    2 weeks ago

    Barrie, Canada Jarlette Health Services Full time

    Making An Outstanding Difference In The Lives Of Others Join our team as a Staffing Coordinator!Under the direction of the Director of Care, the Staffing Coordinator supports the Nursing and Personal Care department by providing administrative coordination, scheduling, payroll and staffing support, ensuring nursing staff levels and skills mix will meet...

  • Branch Administrator- Part-time, Barrie

    4 weeks ago

    Barrie, Canada Right at Home Realty Full time

    **About Us**: Sure, we are the largest independent brokerage in Canada and that is pretty darn impressive, but we are more than just that. Right at Home Realty has been a champion of the real estate agent since we opened our doors in 2004. We obsess over agent success and are always there to provide the support and services they need to grow their business...

  • Client Service Representative

    3 days ago

    Barrie, Canada GroupHEALTH Benefit Solutions Full time

    **WHO ARE WE?** The GroupHEALTH Family of Companies is a leading Canadian provider of employee benefits, made up of GroupHEALTH Benefit Solutions, GroupSource, Manion Wilkins & Associates Ltd, and Disability Management Institute and an additional 7 operating companies. GroupHEALTH holds substantial controlling interest of the above companies and is a...

  • Records and Information Management Administrator

    2 weeks ago

    Barrie, Canada Home and Community Care Support Services Full time

    **Job Description**: This position is responsible to carry out the day-to-day operating functions within the Records Management team with responsibility for both Patient and Corporate information and records. **KEY RESPONSIBILITIES** Health Information Management - Supports the implementation and management of Home and Community Care Support Services -...

  • Administrator

    3 days ago

    Barrie, Canada X-Copper Professional Corporation Full time

    **Position**: Administrator **Job Type**: Full-Time **Hours**: Monday - Thursday (8:30am-5:30pm), Friday (8:30am-5:00pm) **Salary**: Based upon experience X-Copper is an industry leading law firm specializing in traffic & criminal offences. Our team of experienced Lawyers, Paralegals & former Police Officers take pride in providing our clients with...

  • Branch Administrator- Barrie

    3 weeks ago

    Barrie, Canada Right at Home Realty Full time

    **About Us**: Sure, we are the largest independent brokerage in Canada and that is pretty darn impressive, but we are more than just that. Right at Home Realty has been a champion of the real estate agent since we opened our doors in 2004. We obsess over agent success and are always there to provide the support and services they need to grow their business...

  • Staffing Coordinator

    2 weeks ago

    Barrie, ON, Canada Jarlette Health Services Full time

    Making An Outstanding Difference In The Lives Of Others Join our team as a Staffing Coordinator! Under the direction of the Director of Care, the Staffing Coordinator supports the Nursing and Personal Care department by providing administrative coordination, scheduling, payroll and staffing support, ensuring nursing staff levels and skills mix will meet...

  • Administrative Assistant, Quality

    7 days ago

    Barrie, Canada Home and Community Care Support Services Full time

    **Job Description**: This position is responsible for providing administrative support to management by organizing, coordinating and expediting the flow of work while working effectively and collaboratively with management and external stakeholders. **KEY RESPONSIBILITIES** - Performs a wide variety of administrative support. - Drafts, formats,...

  • New Business Administrator

    4 weeks ago

    Barrie, Canada GroupHEALTH Benefit Solutions Full time

    **WHO ARE WE?** The GroupHEALTH Family of Companies is a leading Canadian provider of employee benefits, made up of GroupHEALTH Benefit Solutions, GroupSource, Manion Wilkins & Associates Ltd, and Disability Management Institute and an additional 7 operating companies. GroupHEALTH holds substantial controlling interest of the above companies and is a...